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What to Do Before You Retire from Your Job: Key Steps to Take Now

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Manage episode 480772678 series 2180156
Content provided by Cumulus and KNBR | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cumulus and KNBR | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If you’ve been wondering how to transition out of your job without leaving money behind, this episode offers helpful insight and questions to consider.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

3573 episodes

Artwork
iconShare
 
Manage episode 480772678 series 2180156
Content provided by Cumulus and KNBR | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cumulus and KNBR | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If you’ve been wondering how to transition out of your job without leaving money behind, this episode offers helpful insight and questions to consider.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

3573 episodes

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